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RSEBX vs TAVFX
RSEBX vs TAVFX Comparison
Open Charts RSEBX vs TAVFX
American Funds SMALLCAP World R2E
Price$67.54
Change-$0.33 (-0.49%)
VolumeN/A
CapitalizationN/A
Third Avenue Value Instl
Price$68.53
Change-$0.68 (-0.98%)
VolumeN/A
CapitalizationN/A
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RSEBX vs TAVFX Comparison Chart
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RSEBX vs. TAVFX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RSEBX is a Buy and TAVFX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 76.8B vs. TAVFX (802M). TAVFX pays higher dividends than RSEBX: TAVFX (2.17) vs RSEBX (0.31). RSEBX was incepted earlier than TAVFX: RSEBX (10 years) vs TAVFX (34 years). RSEBX is a more actively managed with annual turnover of: 29.00 vs. TAVFX (16.00). RSEBX has a lower initial minimum investment than TAVFX: RSEBX (250) vs TAVFX (10000). RSEBX annual gain was more profitable for investors over the last year : 19.19 vs. TAVFX (15.53). TAVFX return over 5 years is better than : 98.53 vs. RSEBX (21.83).
| RSEBX | TAVFX | RSEBX / TAVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 5.597 | 7.236 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 802M | 9,576% |
| Annual Yield % from dividends | 0.31 | 2.17 | 14% |
| Returns for 1 year | 19.19 | 15.53 | 124% |
| Returns for 3 years | -23.75 | 47.24 | -50% |
| Returns for 5 years | 21.83 | 98.53 | 22% |
| Returns for 10 years | 38.24 | 37.75 | 101% |
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